Njengoba isidingo somhlaba wonke sokuthutha okusimeme siqhubeka nokwanda, iimoto yamandla entsha (NEV) imboni ingenisa a
inguquko kwezobuchwepheshe. Ukuphindaphindeka okusheshayo kobuchwepheshe bokushayela okukhaliphile sekuyinto ebalulekile yokushayela lolu shintsho. Muva nje, i-Smart Car ETF (159889) ikhuphuke ngaphezu kuka-1.4%. Abahlaziyi bezikhungo bakholelwa ukuthi ukuthuthuka okuqhubekayo kobuchwepheshe bokushayela ngobuhlakani kuveza amathuba amasha ezimakethe.
Ukuphumelela ekushayeleni okuzenzakalelayo kwe-L4
NgoJuni 23, 2025, i-CCTV News yabika ngesizukulwane esisha sohlelo lokushayela oluhlakaniphile olukhishwe umkhiqizi wezimoto wasekhaya ohamba phambili. Ngokuhlanganiswa kwezinzwa eziningi kanye nokwenza kahle kwe-algorithm ye-AI, uhlelo luzuze ukuhlolwa kokusebenza kokushayela okuzenzakalelayo kwe-L4 ezimeni zemigwaqo yasemadolobheni. Ukwethulwa kwalobu buchwepheshe kuphawula ukuthi ubuchwepheshe bokushayela ngobuhlakani sebunyukele ezingeni eliphezulu, futhi bungashayela buzimele ezindaweni zasemadolobheni eziyinkimbinkimbi, kuthuthukisa kakhulu ukuphepha kanye nokwenza lula ukushayela.
I-CITIC Securities iveze ukuthi imboni yezokushayela ezizimele i-L4 isanda kwenziwa. U-Tesla wethule i-FSD (ukushayela okuzenzakalelayo okugcwele) insizakalo yokusebenza kwesivivinyo se-Robotaxi e-United States ngoJuni 22, eqhubekisela phambili ukukhuthaza ukudayiswa kobuchwepheshe bokushayela okuhlakaniphile. Lesi sinyathelo sika-Tesla asizange sibonise amandla akhe ezobuchwepheshe emkhakheni wokushayela ngokuzenzakalelayo, kodwa futhi sinikeze imodeli kwezinye izinkampani zezimoto ukuze zifunde kuzo.
Ngaphezu kukaTesla, abakhiqizi bezimoto abaningi basekhaya nabangaphandle nabo bahlala besungula ubuchwepheshe bokushayela obuhlakaniphile. Isibonelo, isistimu ye-NIO Pilot eyethulwe i-NIO ihlanganisa amamephu anemba okuphezulu kanye nobuchwepheshe bokuhlanganisa izinzwa eziningi ukuze kuzuzwe ukushayela ngokuzenzakalelayo emigwaqweni emikhulu nasemigwaqweni yasemadolobheni. I-NIO futhi ihlale ithuthukisa ama-algorithms ayo ukuze ithuthukise isivinini sokuphendula nokuphepha kwesistimu.
Ngaphezu kwalokho, isiteji sokushayela esizihambelayo se-Apollo esithuthukiswe ngokuhlanganyela yi-Baidu kanye ne-Geely siye sahlolwa emadolobheni amaningi, esihlanganisa imisebenzi yokushayela okuzenzakalelayo yezinga le-L4. Ngokusebenzisa i-ecosystem yayo evulekile, inkundla isihehe ozakwethu abaningi ukuba bakhuthaze ngokuhlanganyela intuthuko yobuchwepheshe bokushayela ngobuhlakani.
Emakethe yamazwe ngamazwe, uWaymo, njengephayona emkhakheni wokushayela uzimele, usethule izinsiza zamatekisi angashayeli emadolobheni amaningi ase-United States. Ukuvuthwa nokuphepha kobuchwepheshe bayo kuye kwaqashelwa kabanzi yimakethe futhi sekube yisilinganiso embonini.
Amathemba emboni kanye namathuba emakethe
Njengoba ubuchwepheshe bokushayela ngobuhlakani buqhubeka nokuvuthwa, yonke imboni yezimoto zamandla amasha nayo inezinguquko ezinkulu. I-CITIC Securities ikholelwa ukuthi umkhakha wamarobhothi (ukukhula kobuchwepheshe) kanye nomjikelezo wezimoto ezintsha kuseyimigqa yokutshala imali eyinhloko yomkhakha wezimoto. Izimoto ezintsha, izidingo zasekhaya kanye nokuthunyelwa kwempahla kwamanye amazwe kwakha ukwenyuka kwesakhiwo ngokuqiniseka okuqinile.
Yize isimo semakethe sithintwa ukwenyuswa kwesizini engasebenzi kwama-OEMs ekuqaleni, ama-oda etheminali aphinde alulama muva nje, futhi imboni isenayo indawo yokuvuselela okulindelekile. Mayelana nezimoto zabagibeli, nakuba idatha yokuthengiswa kwetheminali ngesizini engasebenzi ibiphansi, ama-oda ezinkampani zezimoto abuye avuka ngemuva kokukhushulwa, futhi kwagqanyiswa ukusimama kwemakethe kwemikhiqizo esezingeni eliphezulu. Emkhakheni wezimoto zezentengiselwano, ukuthengiswa kwamaloli amakhulu ngoMeyi kukhuphuke ngo-14% unyaka nonyaka. Ukuqaliswa kwenqubomgomo yoxhaso kukhuphule isidingo sasekhaya. Kuhlanganiswe nokuthunyelwa kwempahla kwamanye amazwe okuzinzile, ukuchuma kwemboni kulindeleke ukuthi kuqhubeke nokukhula.
Ukusebenza kwe-Smart Car ETF
I-Smart Car ETF ilandelela i-CS Smart Car Index, ehlanganiswe yi-China Securities Index Co., Ltd. futhi ikhetha izibambiso ezisohlwini emkhakheni wokushayela ngobuhlakani kanye ne-inthanethi Yezimoto ezivela ezimakethe zase-Shanghai nase-Shenzhen njengamasampula enkomba ukuze abonise ukusebenza okuphelele kwezibambiso ezisohlwini ezihlobene nemboni yezimoto ezihlakaniphile zase-China. Inkomba inokuqukethwe okuphezulu kwezobuchwepheshe nezici zokukhula, igxile ekuthuthukisweni okuphambili kwemboni yezimoto ezihlakaniphile.
Ngokuphindaphindwa okuqhubekayo kobuchwepheshe bokushayela okuhlakaniphile, isidingo semakethe sezimoto ezihlakaniphile sizoqhubeka nokukhula. Ukunaka kwabatshalizimali kuma-ETF ezimoto ezihlakaniphile nakho kuyanda, okubonisa ukuzethemba kwemakethe kulo mkhakha.
Ukuqamba okusha okuqhubekayo kobuchwepheshe bezimoto zamandla amasha, ikakhulukazi impumelelo emkhakheni wokushayela ngobuhlakani, kubunjwa kabusha yonke imboni yezimoto. Ngokuhlelwa okusebenzayo kanye nocwaningo lobuchwepheshe kanye nokuthuthukiswa kwabakhi bezimoto abakhulu, imodi yokuhamba yesikhathi esizayo izohlakanipha kakhulu, iphephe futhi isebenze kahle. Ukuduma kwezimoto ezihlakaniphile ngeke kuguqule indlela yokuhamba yabantu kuphela, kodwa kuzofaka ubungqabavu obusha ekuthuthukisweni komnotho. Sinesizathu sokukholelwa ukuthi inkathi entsha yokushayela ngobuhlakani isifikile futhi ikusasa lizoba ngcono nakakhulu.
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Isikhathi sokuthumela: Jul-01-2025